JFS Wealth Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-118
Closed -$10K 1971
2022
Q3
$10K Hold
118
﹤0.01% 725
2022
Q2
$10K Buy
+118
New +$10.9K ﹤0.01% 763

Other funds holding HYS

JFS Wealth Advisors's HYS Position: Q4 2022 in Review

JFS Wealth Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 118 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in HYS in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

  • JFS Wealth Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 118 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $10K.
  • JFS Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • JFS Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $10K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.